A fully integrated platform with real-time data for the entire finance team
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Build a portfolio analytics dashboard…
Production-Ready Templates
Portfolio Analytics
Real-time P&L attribution and risk metrics
Risk Monitoring
Live exposure tracking across positions
Trade Reconciliation
Automated matching with exceptions
Compliance Reporting
Multi-jurisdiction regulatory reports
P&L Attribution
Factor-based decomposition
Market Data Analysis
Signal generation with backtesting
Fund Accounting
NAV calculation and reporting
Regulatory Reporting
SEC/FINRA filing automation
Unified Intelligence
Act on shared intuition
FP&A
Complexity into Conviction
Theorem enables finance & ops answers instantly through a real-time system of record that finally brings the CFO suite into the modern era.
Accounting
Zero-day Close
Theorem leverages native AI-powered accounting for automated close management, multi-entity accounting, and investor & GAAP reporting.
Accounts Receivable
Get Paid on Time
Synchronize contracts directly from your CRM for streamlined financial review and approval.
Accounts Payable
Never Miss a Payment
All transactions are synced and posted to your general ledger in seconds to make AP accounting simple and automated.
Banking
Automatic Banking Reconciliation
Know exactly where your cash is with Theorem's integrated data layer with automated data entry and reporting for continuous context.
Generative AI
Give your company a raise with an incredibly fun finance copilot
Expense Management
Corporate Cards
Boost spending power and control with real-time spend categorization, budget controls and approval workflows for automatic cash flow context on every spend decision.
Payments
Money Movement
Enable automatic straight-through payment of invoices through programmatic processing of invoices and billing.
Automation
Developer Tools
Build once and automate forever with agent-ready protocols and real-time data access.
Embedded Services
Financial Services
Derive new portions of revenue through effortless development of new financial products and services your customers will love.
Strategy
Fast track to clarity
Become more strategic and deliver unique insights to grow your revenue.
Across every sector
Built for every finance team
Technology & SaaS
Healthcare & Life Sciences
Professional Services
E-commerce
Manufacturing